A consultancy sells knowledge. Every deliverable represents hours of analysis, research, proprietary frameworks, and strategic recommendations. And how you deliver it is as important as what it contains.
But in practice, that 80-page strategic report ends up as a PDF attachment in an email that the client forwards to half the board without you knowing. Your intellectual property circulating uncontrolled.
The real problems of sharing deliverables without control
- Your IP circulates freely: proprietary frameworks and methodologies ending up in the hands of your competitors
- Not knowing if the decision-maker read it: you sent the final report but don't know if the CEO reviewed it or just delegated it
- Zero implicit feedback: no data on which sections generate the most interest, you don't know what to tweak for the next proposal
- Generic presentation: an attached PDF does not convey the professionalism your consulting fee warrants
- No post-project control: the deliverable remains accessible years after the engagement ended
Deliverables that reflect the level of your consultancy
PrivyDocs transforms how you deliver value to your clients. Turn every workspace into a branded portal where your clients access reports, proposals, and diagnostics with the premium experience they expect.
Per-client workspace
A portal with your brand for each client. Logo, colors, welcome message. Professionalism in every touchpoint.
Custom domain
Serve your documents from your own domain: docs.yourconsultancy.com. The URL also communicates professionalism.
Analytics per stakeholder
Know if the CFO spent 20 minutes in the financial model or only looked at the executive summary. Adjust your next deliverable.
IP protection
Watermark on every view. No downloading if you choose. Your intellectual property protected post-engagement.
Flow for consultancies
1. Create a workspace per project/client
Organize all engagement deliverables in one branded space. The client has everything in one place.
2. Upload protected deliverables
Final reports, presentations, diagnostics. Each with its own controls: watermark, download restriction, expiration.
3. Deliver with professionalism
Share the workspace link. The client accesses a portal with your brand. No more emails with 5 heavy attachments.
4. Measure and optimize
Analyze which deliverables generated the most engagement. Use the data to improve your future proposals.
The deliverable is the moment of truth
It's when your client validates the investment. When they decide if they renew. When they recommend your consultancy (or not). PrivyDocs gives you the infrastructure to make that moment flawless.
Deliver as you would if the CEO were watching. Because now you will know when they do.
